See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,905 | $114,381-66.0% | $107,525-63.8% | $142,382-72.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 18.08% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,470 | $4,015-63.4% | $3,754-60.8% | $4,299-65.8% |
| Participant deferral / active EE | $1,838 | $5,564-67.0% | $5,116-64.1% | $6,507-71.8% |
| Admin fee / account holder | $321 | $9,860-96.7% | $8,919-96.4% | $12,624-97.5% |